Thematic Investing Planner
Define Your Investment Themes and Their Portfolio Allocation
Enter each thematic area, its overall percentage of your total portfolio, and then break down its allocation into specific assets/ETFs. All percentages should sum to 100% within their respective scopes.
Please ensure all percentage allocations sum to 100% within their respective themes, and total portfolio theme allocations also sum to 100%.
Overall Portfolio Allocation Summary
Allocation by Investment Theme
| Investment Theme | Portfolio Allocation (%) |
|---|
Total Portfolio Theme Allocation: 0.00%
Allocation by Individual Asset/ETF
| Asset Name / Ticker | Investment Theme | Overall Portfolio Allocation (%) |
|---|
Total Individual Asset Allocation: 0.00%